From the early age of 7, I had a love of math and numbers and proclaimed to my parents that I was going to be an accountant when I grew up. My interest in math did not wane, but a decade later, I was a 17-year-old newly enlisted soldier in the Army National Guard with an enlistment bonus check in my hand and found myself getting my first exposure to the investment world. I sat with my parents and their Edward Jones financial advisor to discuss how to invest my bonus, and from there, I was hooked!

I went on to attend college at the University of Nebraska - Lincoln to pursue my passion for finance while concurrently serving in the National Guard. I graduated magna cum laude with a Bachelor of Science in accounting and finance with a minor in psychology.

I had the privilege to join Edward Jones right after college and for the past 20 years, I have had the opportunity to make a difference in the lives of families and businesses in my community by helping them reach their financial goals.

We partner with individuals, families, professionals and business owners to identify what is important to you and create a personalized strategy to help reach your goals. Education is very important to us and we pride ourselves on explaining the investment world to you in terms you can understand.

In order to better serve my clients, I have continued my education as well, and obtained the CFP® certification.

Even though I did not fulfill my childhood dream of becoming an accountant, I married one instead! My husband, Matt, and I enjoy spending time boating on Lake Minnetonka, golfing, traveling the world and spending time with our three children - Grace, Isaac and Joey.

My branch administrator, Diane Bogard, is dedicated to providing you with the highest level of service possible.

Relationships are important to us and we welcome the opportunity to learn about you and your goals. Let's visit!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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